See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,078 | $74,927-27.8% | $101,794-46.9% | $84,808-36.2% |
| Participation rate | 74.4% | 61.4%+13.0pp | 69.2%+5.2pp | 68.3%+6.0pp |
| Annual return | 18.11% | 18.70%-0.6pp | 30.53%-12.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,060 | $1,522-30.4% | $2,289-53.7% | $2,631-59.7% |
| Participant deferral / active EE | $2,086 | $3,099-32.7% | $4,084-48.9% | $4,212-50.5% |
| Admin fee / account holder | $759 | $6,514-88.3% | $8,777-91.4% | $7,344-89.7% |